How do I use tags and annotations?

Joellen Easton -

Updated 07/16/14 JE

Tags and annotations are internal notes made by users to improve searching and help categorize sources/projects/queries.

Tags are short one- or two-word descriptions.  Annotations are longer form commentary.  

Annotations and tags can be made by a user to a source profile, a project profile, a submission, and a query.  Annotations and tags are never exposed to sources via the Source App.  At this time, annotations and tags are visible to any user that can view the page to which they have been added.  They are not private to the user who created them or private to the organization to which the user who created them belongs.

Creating a tag

Best practice tips: Spell correctly.  Use words that are descriptive of the source/project/query that will help you find it again in the future.

Tags_create.png

Tags_added.png

 

Creating an annotation

Best practice tips: Use annotations to convey information about the source such as how they behaved in an interview, how best to reach the source, any concerns you have about the source following an interaction with them.  For queries or projects, use annotations to alert other users to anything they should know about those queries or projects, such as timeline, if it is a part of a series, etc.  

Annotation_create.png

Annotation_added.png

On projects, submissions and queries

The above examples all show annotations and tags on source records.  You can also enter annotations and tags on projects, submissions and queries.  

For projects, the annotations and tags panels are accessible on the main project page.

For queries, the annotations and tags panels are accessible on the main query page.

For submissions, you can add annotations and tags in two ways:

  1. Via the annotations and tags panels on the main submission page; and
  2. On individual answers within a source's submission.  See below.

Annotation_submission_create.png

Annotation_submission_added.png

Searching on tags or annotations

Simply search for tags and annotations as you would any other term.  Because tags and annotations are designed to be entered by journalists, they are weighted heavily in AIR's relevancy engine for search results. 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk